Relative Return: Lessons from growing an asset manager
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases. Listen as they discuss:
Setting up Merlon in the wake of the GFC. The challenges of running a fund manager. The current state of Australian equities. Exploiting behavioural biases for investment gains. ASIC’s focus on ESG and greenwashing.
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Relative Return: Gauging the economic influence of Swift's Aussie tour Listen Now
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